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Ameriprise Financial

1,351 hedge funds and large institutions have $43B invested in Ameriprise Financial in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 462 increasing their positions, 501 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

8% less repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 501

1% less ownership

Funds ownership: 85.62%84.62% (-1%)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
1,351
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$81.5M
Puts
$55.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WC
726
Weil Company
California
$641K
PI
727
Pettee Investors
Connecticut
$640K
EWS
728
Evergreen Wealth Solutions
Pennsylvania
$639K
AMCA
729
Arthur M. Cohen & Associates
Illinois
$632K
QFA
730
Quantum Financial Advisors
California
$630K
PCM
731
Perritt Capital Management
Illinois
$629K
RG
732
Rathbones Group
United Kingdom
$627K
MM
733
MQS Management
New York
$626K
IPW
734
Impact Partnership Wealth
Georgia
$624K
WB
735
WesBanco Bank
West Virginia
$624K
BBA
736
BLB&B Advisors
Pennsylvania
$618K
PCIA
737
Prime Capital Investment Advisors
Kansas
$615K
FCM
738
Fire Capital Management
California
$614K
FCB
739
First County Bank
Connecticut
$614K
MPWS
740
McCarter Private Wealth Services
Massachusetts
$612K
RB
741
Renasant Bank
Mississippi
$610K
IWA
742
IBEX Wealth Advisors
New Jersey
$608K
PTC
743
Private Trust Company
Ohio
$607K
QI
744
Qtron Investments
Massachusetts
$606K
MCM
745
McRae Capital Management
New Jersey
$606K
WTC
746
WhitTier Trust Company
Nevada
$605K
FFC
747
Frederick Financial Consultants
Maryland
$603K
BIG
748
Brooklyn Investment Group
New York
$602K
EA
749
Everpar Advisors
Oklahoma
$602K
TAM
750
Trust Asset Management
Texas
$602K